Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CGFYX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS Y) 9.87% 28.02% 24.69% 14.18% 15.97% 15.00% NA
Data as of 06/04/2026, Common starting date is 07/21/2009
More Performance Analytics Comparison
Name Start Date End Date
CGFYX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS Y) 07/21/2009 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) 0.04 28.02 24.69 14.18 15.97 15.00 NA 9.87 8.60 25.58 38.30 -31.95 18.97 19.86 36.33 -3.80 28.14 1.25 9.53 14.43 30.79 20.75 -2.66 17.63 16.60
Sharpe Ratio NA 1.84 1.18 0.55 0.67 NA NA 1.45 0.24 1.05 2.07 -1.09 1.06 0.54 2.29 -0.24 3.22 0.07 0.57 1.04 2.47 1.46 -0.11 0.92 2.53
Standard Deviation(%) NA 15.33 19.15 21.60 21.56 NA NA 17.42 24.74 18.07 16.59 30.79 17.85 36.31 15.24 20.94 8.59 15.05 16.53 13.92 12.44 14.33 25.35 19.09 15.97
Draw Down(%) NA 15.23 23.66 35.59 35.59 NA NA 13.71 23.51 13.03 9.54 34.83 13.42 30.27 8.76 23.26 3.25 15.98 14.50 8.83 6.57 10.46 20.89 15.16 5.81
Yield(%) 0.00 9.40 8.25 6.39 8.73 10.83 11.46 0.00 9.41 6.68 5.68 0.00 10.30 0.49 10.02 8.03 7.60 1.97 10.10 12.55 6.50 0.78 0.51 0.58 0.94
Data as of 06/04/2026, Common starting date is 07/21/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CGFYX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS Y) 1.84%
Dec 2019 – Dec 2022
6.73%
Dec 2017 – Dec 2022
11.04%
Sep 2012 – Sep 2022
13.26%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CGFYX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS Y) 30.37%
Sep 2022 – Sep 2025
21.13%
Dec 2016 – Dec 2021
17.98%
Dec 2011 – Dec 2021
15.80%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return